+204.4%
RKLB vs CVS
+31.0%
+173.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.5% | -4.1% |
| 7D | 0.0% | -1.9% | +1.9% | +0.4% |
| 30D | -21.2% | -0.3% | -20.9% | -21.2% |
| 3M | -41.7% | -1.1% | -40.6% | -41.9% |
| 6M | -11.8% | +23.7% | -35.5% | -16.4% |
| YTD | -9.6% | +23.0% | -32.6% | -15.1% |
| 1Y | +34.1% | +37.2% | -3.0% | +22.7% |
| 3Y | +917.3% | +62.4% | +854.8% | +778.9% |
| 5Y | +204.4% | +31.8% | +172.6% | +185.0% |
| All | +204.4% | +31.0% | +173.4% | +185.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded CVS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling